Aull & Monroe Investment Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
84,064
-23,000
| -21% | -$417K | 0.82% | 42 |
|
2025
Q1 | $1.99M | Buy |
107,064
+4,568
| +4% | +$84.9K | 0.99% | 35 |
|
2024
Q4 | $2.01M | Sell |
102,496
-894
| -0.9% | -$17.5K | 1.02% | 36 |
|
2024
Q3 | $1.66M | Hold |
103,390
| – | – | 0.77% | 44 |
|
2024
Q2 | $1.68M | Hold |
103,390
| – | – | 0.82% | 44 |
|
2024
Q1 | $1.63M | Sell |
103,390
-1,960
| -2% | -$30.8K | 0.74% | 46 |
|
2023
Q4 | $1.45M | Buy |
105,350
+906
| +0.9% | +$12.5K | 0.72% | 48 |
|
2023
Q3 | $1.47M | Sell |
104,444
-292
| -0.3% | -$4.1K | 0.76% | 44 |
|
2023
Q2 | $1.33M | Hold |
104,736
| – | – | 0.67% | 50 |
|
2023
Q1 | $1.31M | Sell |
104,736
-2,496
| -2% | -$31.1K | 0.67% | 51 |
|
2022
Q4 | $1.27M | Sell |
107,232
-7,680
| -7% | -$91.2K | 0.63% | 51 |
|
2022
Q3 | $1.27M | Hold |
114,912
| – | – | 0.69% | 51 |
|
2022
Q2 | $1.15M | Buy |
114,912
+384
| +0.3% | +$3.83K | 0.58% | 55 |
|
2022
Q1 | $1.28M | Sell |
114,528
-2,496
| -2% | -$27.9K | 0.58% | 56 |
|
2021
Q4 | $963K | Sell |
117,024
-1,536
| -1% | -$12.6K | 0.43% | 62 |
|
2021
Q3 | $1.14M | Hold |
118,560
| – | – | 0.56% | 56 |
|
2021
Q2 | $1.26M | Hold |
118,560
| – | – | 0.6% | 54 |
|
2021
Q1 | $911K | Sell |
118,560
-3,960
| -3% | -$30.4K | 0.44% | 61 |
|
2020
Q4 | $757K | Buy |
122,520
+518
| +0.4% | +$3.2K | 0.4% | 64 |
|
2020
Q3 | $661K | Sell |
122,002
-268
| -0.2% | -$1.45K | 0.39% | 68 |
|
2020
Q2 | $871K | Sell |
122,270
-22,716
| -16% | -$162K | 0.54% | 59 |
|
2020
Q1 | $667K | Sell |
144,986
-2,639
| -2% | -$12.1K | 0.45% | 61 |
|
2019
Q4 | $1.89M | Hold |
147,625
| – | – | 0.96% | 39 |
|
2019
Q3 | $1.93M | Sell |
147,625
-1,896
| -1% | -$24.8K | 1.02% | 34 |
|
2019
Q2 | $2.11M | Sell |
149,521
-3,328
| -2% | -$46.9K | 1.12% | 32 |
|
2019
Q1 | $2.35M | Sell |
152,849
-2,686
| -2% | -$41.3K | 1.26% | 25 |
|
2018
Q4 | $2.05M | Buy |
+155,535
| New | +$2.05M | 1.17% | 29 |
|